Discovering Responsible Wealth podcast

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المحتوى المقدم من Frank Congilose. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Frank Congilose أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Action Academy | Replace The Job You Hate With A Life You Love

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How To Replace A $100,000+ Salary Within 6 MONTHS Through Buying A Small Business w/ Alex Kamenca & Carley Mitus 57:50

منذ 1 year57:50

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57:50

Alex (@alex_kamenca) and Carley (@carleymitus) are both members of our Action Academy Community that purchased TWO small businesses last thursday! Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses? 👔🏝️ Schedule A Free 15 Minute Coaching Call With Our Team Here To Get "Unstuck" Check Out Our Bestselling Book : From Passive To Passionate : How To Quit Your Job - Grow Your Wealth - And Turn Your Passions Into Profits Want A Free $100k+ Side Hustle Guide ? Follow Me As I Travel & Build: IG @brianluebben ActionAcademy.com…

Discovering Responsible Wealth

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Discovering Responsible Wealth will help you discover the principles of Responsible Wealth – principles that can change your life, to be good stewards of all the God has blessed us with, and to live life to its fullest potential.Frank’s message is simple: Finances have an impact on every aspect of your life. However, to have the life that God desires for us, your life must be in balance and money must be placed in the proper context. Discovering Responsible Wealth focuses on life’s “Wealth Building Blocks” – your faith, family, health, purpose and finances. Each week, our goal is to provide your with insight and information to help you make better informed financial decisions. The reality is that most of our actions are not in alignment with the outcomes in life that we desire. This is often true in many aspects of our life sometimes unknown to us. With the rapid pace of change in the world, you can’t afford to waste time, and you can’t afford to leave others responsible for your life or financial well-being. You have to take the time to understand the game, know the rules, and move ahead strategically if you expect to win. The game is constantly changing. You have to change too, from a casually involved participant, to the captain of your team. In the end, we want to help you discover, build, and share a life of true wealth and meaning; a life strategically created through the principles of Responsible Wealth.

153 حلقات

#Frank Congilose #Health and Well-Being #Self-Improvement #Wealth #Finance #Business #Charity #Podcasting Education #Spiritual Beings #Careers #Money #Saving #Response #Purpose #Balance

Discovering Responsible Wealth

updated منذ 19 يومًا

منزل السلاسل•Feed

153 حلقات

#Frank Congilose #Health and Well-Being #Self-Improvement #Wealth #Finance #Business #Charity #Podcasting Education #Spiritual Beings #Careers #Money #Saving #Response #Purpose #Balance

كل الحلقات

Discovering Responsible Wealth

1
Quarterly Market Update with BlackRock 21:18

منذ 19 يومًا21:18

21:18

With the first quarter of the year behind us, Frank Congilose, Managing Partner at C&A Financial Group, and Mike Trudel, Managing Director at BlackRock, reflect on recent market volatility and share insights to help investors stay confident and focused as they plan for the rest of the year. Recorded: April 16, 2025 C&A Financial Group is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: C&A Financial Group: 2111 Route 34, Suite 100, Wall, NJ 07719, (732) 528-4800. PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliated or subsidiaries of PAS. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS). This material is intended for general use. By providing this content The Guardian Life Insurance Company of America and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. C&A Financial Group is not an affiliate or subsidiary of PAS or Guardian. Frank Congilose California License# 0M07287. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. An opinion stated are their own. Diversification does not guarantee profit or protect against market loss. All investments contain risk and may lose value. Investing in the bond market is subject to certain risks including market, interest rate, issuer, credit, and inflation risk. Equities may decline in value due to both real and perceived general market economic and industry condition. Investing in foreign securities may involve heightened risk including currency fluctuation, less liquid trading markets, greater price volatility, political and economic instability, less publicly available information, and changes in tax or currency laws. Such risks may be enhanced in emergent markets. Past performance is not a guarantee of future results. Data and rates used are indicative of market conditions as of the date shown. Opinions, estimates, forecasts, and statements of financial market trends are based on the current market conditions and are subject to change without notice. References to specific securities, asset classes and financial markets are for illustrative purposes only and do not constitute a solicitation, offer or recommendation to purchase or sell securities. Past performance is not a guarantee of future results. S&P 500 Index is a market index generally considered representative of the stock market as a whole. The index focuses on the large cap segment of the U.S. Equities Market. Industries are managed and cannot invest directly. 2025-7871162.1 Exp 04/27 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

1
Savvy Social Security 44:05

منذ 26 يومًا44:05

44:05

C&A Financial Group Senior Vice President, Richard Pasick speaks on important rules to know when collecting your Social Security retirement benefits, when you should apply, how much you will receive at retirement, how to maxmimize your benefits, survivor benefits, and how to coordinate with other forms of retirement income. 2025-7812958.1 Exp 04/27 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

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Tying the Financial Knot (Podcast for Newlyweds) 38:54

منذ 8 weeks38:54

38:54

Understanding the role money plays in relationships is important to recognize early on as a couple. Whether you're just starting a life together or have been together for years, managing your finances as a team can significantly impact your overall well-being and ability to meet future goals. By working together couples can strengthen their partnership, reduce financial stress, and pave the way for a more secure and prosperous future. C&A Advisors Emily Zeigler, CFP and Alex Tragnitz, EA discuss fundamentals around establishing a solid foundation of working together and the importance of communication when it comes to money. They also discuss how to plan for life events, joint vs separate bank accounts, identifying your money personality, and how to live debt free and build wealth. For more information, visit https://www.ca-strategy.com/tyingthef... To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

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Market Update with BlackRock 23:40

منذ 14 weeks23:40

23:40

Frank Congilose, CEO and Managing Partner of C&A Financial Group hosts Mike Trudel, Managing Director of BlackRock where they share valuable perspectives on year end performance, current market trends, economic stability, and the outlook for 2025. 2025- 7577735.1 Exp 1/27 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

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Navigating Open Enrollment: Choosing Benefits That Work For You 44:13

منذ 22 weeks44:13

44:13

Open enrollment is your opportunity to create a benefits package that truly fits your needs - but it's easy to overlook key details. On this webinar, C&A Financial CEO, Frank Congilose and C&A Financial Director, John Suckey discuss common mistakes to avoid, offer guidance on making the right selections to ensure you're fully prepared to maximize your benefits. Some of the topics discussed include: Preparation Health, Dental, and Vision Insurance Flexible Spending Accounts (FSA) or Health Savings Accounts (HSA) Life and Disability Insurance Retirement Plans Post Enrollment Tips 2024-7402506.1 Exp 12/26 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

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Last Check: Retirement Matters 46:30

منذ 25 weeks46:30

46:30

On this podcast episode, Frank Congilose stresses the importance of early retirement planning to maintain desired lifestyle post-retirement. Starting early allows for better preparation and potentially more options in the future. He emphasizes the importance of considering various life factors that contribute to overall well-being and financial security. He speaks to distribution planning in retirement and recognizing so many factors that play a part in what matters in life- health, money, lifestyle, relationships, home, and retirement. 2024-7257287.1 Exp 11/26 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

1
Market Update with BlackRock 21:27

منذ 28 weeks21:27

21:27

With the election just weeks away and so much news surrounding both political and financial developments, it's natural for people to feel a mix of uncertainty and curiosity. On this podcast, Frank Congilose of C&A Financial Group hosts Mike Trudel of BlackRock will add valuable perspectives on market trends, economic stability, and the overall impact the election could have on the markets. Topics discussed on this podcast include: market overview, inflation, the job market, recession, bond market, and interest rates. 2024-7209103.1 Exp 10/26 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

1
Retirement Matters 47:22

منذ 30 weeks47:22

47:22

Matthew Murphy is an expert on retirement and he challenges us to think about what really matters when in retirement. Retirement planning can be different for each person depending on the lifestyle you want to live in retirement. It is essential to plan for your last paycheck to maintain your desired lifestyle and planning early is encouraged. He also speaks to retirement savings fundamentals, life expectancy, inflation, health care costs, and loss of a spouse. 2023-165131 Exp 11/25 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

1
Top Strategies to Safeguard Your Income 24:03

منذ 30 weeks24:03

24:03

For Disability Insurance Awareness Month, C&A Financial CEO and Managing Director, Frank Congilose, and C&A Financial Group Senior Vice President - Disability Insurance Specialist Rich Pasick discuss the most effective strategies for safeguarding your greatest asset, your income, against unexpected financial challenges, such as an illness or injury that prevents you from working. 2024-174345 Exp 05/26 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

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Protecting What Matters: An Abundance Mindset 39:06

منذ 30 weeks39:06

39:06

Be the Beneficiary of Your Life's Work. CEO and Managing Partner of C&A Financial Group, Frank Congilose, hosts guest speaker and partner, David Suckey, as they dive deep into the key differences between a scarcity mindset and an abundance mindset. 2024-7080937.1 Exp 10/26 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

1
Social Security: The Choice of a Lifetime 52:54

منذ 34 weeks52:54

52:54

On this podcast, C&A Financial Managing Partner and CEO Frank Congilose and guest speaker Tim O'Mara of Nationwide discuss the basics of social security. On this podcast, you will learn how to make the right choice when it comes to filing strategies and how to optimize your social security income; how to access the Social Security Assessment designed to help guide you to make an informed decision about your cash flow in retirement, and learn about survivor benefits. Disclosures: The following show is for informational purposes only. Individual situations may vary and the information should be relied upon only when coordinated with individual professional advice. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). This material is intended for general use. By providing this content The Guardian Life Insurance Company of America and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. C&A Financial Group is not an affiliate or subsidiary of PAS or Guardian. Frank Congilose CA Insurance License Number 0M07287. 2023-163193 Exp 10/25 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

1
Fundamentals of Estate Planning 40:49

منذ 34 weeks40:49

40:49

On this podcast, C&A Financial Group Managing Partner and CEO Frank Congilose and Financial Professional, Michael Canarick, JD, LLM will go over the essential components of estate planning. Whether you are just beginning to think about your estate plan or looking to refresh your existing strategy, this session will help put you on a path towards providing peace of mind for your loved ones. The topics discussed on this podcast include: Introduction to estate planning, wills and trusts, estate tax basics, powers of attorney, medical directives and living wills. Disclosures: Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. The information provided is based on our general understanding of the subject matter discussed and is for informational purposes only. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). This material is intended for general use. By providing this content The Guardian Life Insurance Company of America and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. C&A Financial Group is not an affiliate or subsidiary of PAS or Guardian. Frank Congilose CA Insurance License Number 0M07287. Michael is a Registered Representative of PAS and Financial Representative of Guardian. Not practiing JD, LLM for Guardian or its subsidiaries or affiliates. CA Insurance License Number 0K31013. 2024-180733 Exp 09/26 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

1
Master the Art of Saving: Your Key to a Secure Retirement 48:00

منذ 34 weeks48:00

48:00

On this episode, C&A Financial Group Managing Partner and CEO Frank Congilose, hosts special guest and advisor, Brian Cunniff who shows us a unique process around savings that can lead to a secure retirement. Disclosures: The following show is for informational purposes only. Individual situations may vary and the information should be relied upon only when coordinated with individual professional advice. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). This material is intended for general use. By providing this content The Guardian Life Insurance Company of America and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. C&A Financial Group is not an affiliate or subsidiary of PAS or Guardian. Frank Congilose CA Insurance License Number 0M07287. Brian Cunniff CA License Number 0J18931. 2024-174345 Exp 08/26 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

1
March 2024 Coaching Call: Market Update with Mike Trudel of BlackRock 20:24

منذ 1 year20:24

20:24

Frank Congilose, Managing Partner at C&A Financial Group hosts Mike Trudel, Managing Director and Global Strategist at BlackRock, who shares his thoughts on the U.S. economy. Frank and Mike also provide valuable insight and prospective around interest rates, inflation, recession and the current market. To learn more about C&A Financial Group or to consider a fulfilling career with us, visit us online at www.ca-strategy.com for more information. 2024-170389 Exp 03/26 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

1
August 2023 Coaching Call: Market Update with Mike Trudel of BlackRock 22:43

منذ 2 years22:43

22:43

Frank Congilose, Managing Partner at C&A Financial Group hosts Mike Trudel, Managing Director and Global Strategist at BlackRock, who shares his thoughts on the U.S. economy. Frank and Mike also provide valuable insight and prospective around interest rates, inflation, recession and the current market. 2023-160482 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

1
May 2023 Coaching Call: Disability: Are You Financially Prepared? 18:08

منذ 2 years18:08

18:08

Without an income, you could quickly exhaust your family savings, undermining your family’s financial security. The money you’ve managed to put away for a vacation, the kids’ education, and your own retirement now has to be spent on gas, groceries, and other necessities. On this podcast, Katelyn Congilose shares her personal story of an unexpected emergency that left her grateful for having planned for the unexpected. 2023-156558. To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

1
May 2023 Coaching Call: Perspectives Around the U.S. Debt Ceiling 10:03

منذ 2 years10:03

10:03

On this month's podcast, Frank Congilose and Bob Farrell discuss their perspective around the country's debt ceiling and what it means for the near future. 2023-156357 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

1
Podcast Replay: Financial Literacy Month (April 2019 Coaching Call) 18:22

منذ 2 years18:22

18:22

Frank Congilose and David Suckey of C&A Financial Group spend some time sharing their insights on financial literacy and how factors like education, accountability, and coaching are key. 2023-153968 Exp 04/25 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

1
Podcast Replay: What Will Be Your Legacy? 17:44

منذ 2 years17:44

17:44

Frank Congilose, CEO and Managing Partner and Dave Suckey, Financial Advisor, both of C&A Financial discuss financial balance and your legacy, how to plan your income stream in retirement and how to protect it while leaving behind a legacy. To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

1
March 2023: Perspectives on Finance and Economics with Mike Trudel of BlackRock 22:06

منذ 2 years22:06

22:06

Frank Congilose of C&A Financial Group and Guest Speaker Mike Trudel of BlackRock discuss market conditions and the perspective and outlook around our current economy. To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

1
Podcast: Becoming A Great Saver Replay 10:02

منذ 2 years10:02

10:02

On this #TBT podcast, Frank discusses the best way to develop a process around savings and why it is important to start early. To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

1
October 2022 Market Update Coaching Call 24:27

منذ 3 years24:27

24:27

On this episode Frank Congilose and Bob Farrell discuss the current state of the market as we enter the 4th quarter of 2022. Frank and Bob reflect on how the year has been so far and provide and outlook and insight on where we could be headed. To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

1
Financial Wellness: Why it Should be Made a Priority in the Workplace 17:05

منذ 3 years17:05

17:05

Sam Soprano and Adina Abercrombie of C&A Financial Group discuss key points on the importance and benefits of implementing a Financial Wellness Program in the workplace. To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

1
August 2022 Coaching Call with Mike Trudel of BlackRock 27:36

منذ 3 years27:36

27:36

This month Mike Trudel of BlackRock and Frank Congilose share their perspectives on the current state of the market, the impact on the economy and GDP and how to move forward. They give insight to topics such as market volatility, inflation and recession. Michael Trudel, CFA, JD, Managing Director, is a member of the Global Allocation team within BlackRock's Multi-Asset Strategies Group. He is a global strategist, primarily responsible for macro strategy and portfolio analysis. 2022 141341 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

1
July 2022 Coaching Call: Market Update and Inflation 20:35

منذ 3 years20:35

20:35

This month Frank Congilose and Bob Farrell, Investment Manager at Tomoro Financial, have a conversation about current inflation and how it is affecting the markets. To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

1
May 2022 Coaching Call: Disability Income Awareness Month 19:30

منذ 3 years19:30

19:30

May is Disability Income Awareness Month. This month Richard Pasick, C&A Financial Group, joins Frank Congilose to give insight and helpful strategies for protection when it comes to planning for an unexpected disability. The insights shared on this podcast include valuable information on how disability works, how to know if your group insurance is sufficient and key factors to look for when researching disability plans. www.DisabilityCanHappen.Org 2022-137507 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

1
March 2022 Market Update 17:55

منذ 3 years17:55

17:55

Bob Farrell, Investment Manager at Tomoro Financial, returns this month to join Frank Congilose and discuss the volatility happening in the market. To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

1
February 2022 Coaching Call: Interview with Russ Koesterich, BlackRock. 23:51

منذ 3 years23:51

23:51

This month Frank Congilose, C and A Financial Group, welcomes Russ Koesterich, CFA, JD, from BlackRock. At BlackRock Russ is Managing Director and portfolio manager, and is a member of the Global Allocation team. In this episode Frank and Russ discuss the current state of the market, what has happened in the past two years during the pandemic, and some insight into the direction of the market going forward. 2022 -132935. To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

1
December 2021 Coaching Call: 2021 Retrospective 16:24

منذ 3 years16:24

16:24

In this episode Frank Congilose and David Suckey of C&A Financial Group look back at 2021 and discuss some lessons learned and takeaways from this past year. 2021-131200 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

Discovering Responsible Wealth

1
July 2021 Coaching Call: Annuities 16:58

منذ 4 years16:58

16:58

For July Frank Congilose has a conversation with Matt Downing, Regional VP at Allianz, about annuities. Together they share some general information about types of annuity products such as variable annuities and RILAs and strategies as to how they can be used in distribution planning. 2021-123718 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

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